BEHAVIORAL HEALTH WORKFORCE INSTIT… - Form 990 Financial Data

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2024

Legal Domicile

Principal Officer

Ross Lohr

Phone

6172909097

Tax Period

2024-01-01 to 2024-12-31

BEHAVIORAL HEALTH WORKFORCE INSTITUTE INC, founded in 2024, is a small nonprofit in the Mental Health sector that reported $200K in total revenue in fiscal year 2024. The organization ran a surplus of $33K, a strong 17% operating margin.

Mission

BHWI's mission is to allow primary care practices to adopt the collaborative care model of behavioral health integration by recruiting and training a diverse workforce and placing them at the primary care practices.

Program Service Accomplishments

Program 1

Expenses: $169,798 Revenue: $0

BHWI has one program service - staffing primary care practices with a care manager and licensed clinician to provide behavioral health services. The primary care practice bills for the time of BHWI employees using CoCM billing codes and pays BHWI the majority of revenue derived from those codes. The majority of expenses are salary expenses.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $200,500

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $200,500

Expense Breakdown

Grants Paid $0

Salaries & Benefits $149,148

Fundraising Expenses $0

Program Expenses $169,798

Other Expenses $17,977

TOTAL EXPENSES $167,125

Year-over-Year Comparison

	2024	2023	Change
Revenue	$200,500	N/A	N/A
Expenses	$167,125	N/A	N/A
Net Income	$33,375	$0	N/A

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

⚠ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Reportable Comp	Other Comp	Total
Ross Lohr	Trustee	10.00	$0	$0	$0
Elizabeth Loveless	Trustee	2.00	$0	$0	$0
Andrew Blalecki	Trustee	2.00	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$200,500	$167,125	$30,702	$33,375

BEHAVIORAL HEALTH WORKFORCE INSTITUTE INC